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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,357 hedge funds and large institutions have $18.2B invested in Schwab US Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 620 increasing their positions, 450 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
-8
Holders Change %
-0.59%
% of All Funds
18.43%
Holding in Top 10
201
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-8.22%
% of All Funds
2.73%
New
109
Increased
620
Reduced
450
Closed
91
Calls
$8.09M
Puts
$4.81M
Net Calls
+$3.28M
Net Calls Change
-$663K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$145M
2
Osaic Holdings
Osaic Holdings
Arizona
+$83.6M
3
HighTower Advisors
HighTower Advisors
Illinois
+$79M
4
SEI Investments
SEI Investments
Pennsylvania
+$76.7M
5
LPL Financial
LPL Financial
California
+$64M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$39.1B
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$54.9M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$40.1M
4
OCM
One Capital Management
California
-$35.5M
5
Morgan Stanley
Morgan Stanley
New York
-$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
801
NBT Bank
New York
$672K -$79K -3,153 -11%
VCWA
802
Vanguard Capital Wealth Advisors
Colorado
$667K +$295K +11,775 +79%
SAM
803
Silvercrest Asset Management
New York
$661K – – –
GCA
804
Genesee Capital Advisors
New York
$661K +$751 +30 +0.1%
Members Trust
805
Members Trust
Florida
$659K +$54.8K +2,188 +9%
LF
806
LifeSteps Financial
California
$656K -$25.2K -1,008 -4%
ZIM
807
Zacks Investment Management
Illinois
$655K +$309K +12,330 +89%
ZRP
808
Zynergy Retirement Planning
New Jersey
$655K +$485K +17,385 +285%
ABC
809
Associated Banc-Corp
Wisconsin
$653K -$27.1K -1,081 -4%
FWCM
810
Ferguson Wellman Capital Management
Oregon
$651K -$86.6K -3,460 -12%
SFC
811
Strategic Financial Concepts
Texas
$644K +$4.63K +185 +0.7%
PIN
812
Prudent Investors Network
California
$641K +$43.1K +1,720 +7%
DBIA
813
Dumont & Blake Investment Advisors
New Jersey
$637K -$42.9K -1,714 -6%
WA
814
WESPAC Advisors
California
$637K -$1.02M -40,746 -62%
RA
815
Ruggaard & Associates
Ohio
$633K – – –
CSIC
816
Clifford Swan Investment Counsel
California
$633K – – –
LFA
817
Legend Financial Advisors
Pennsylvania
$632K -$161K -6,416 -20%
CAM
818
Costello Asset Management
Pennsylvania
$631K +$625K +24,957 +9,749%
CAI
819
Capital Advisors Inc
Oklahoma
$631K +$13.4K +535 +2%
NWM
820
Napa Wealth Management
California
$630K -$2.35M -93,976 -79%
CGA
821
Crescent Grove Advisors
Illinois
$625K -$11.2K -447 -2%
FEM
822
Fulcrum Equity Management
Texas
$621K +$8.54K +341 +1%
LAIC
823
Lederer & Associates Investment Counsel
California
$620K +$21K +839 +4%
GC
824
Grimes & Company
Massachusetts
$619K -$2.4K -96 -0.4%
TA
825
TFB Advisors
Kansas
$618K +$4.56K +182 +0.7%
31 32
33
34 35